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Managing assets

Record institution assets such as land, buildings and equipment, and edit, deactivate or delete them.

1 min read Last updated: 30 September 2026

An asset is something the institution owns, such as land, buildings or equipment.

Add an asset

  1. Click Menu → Administration → Finance → Asset Liability Management → Asset.
  2. Click Create.
Create asset button
1Create asset button
  1. Enter the title (asset name).
  2. Enter a short description.
  3. Enter the amount.
  4. Click Save.

View, edit and delete assets

  1. On Assets, click View.
Asset list
2Asset list
  1. Click PDF report at the top for a report.
  2. Click Edit to change an asset. To deactivate it, tick Make Asset Inactive?; the record turns grey.
3Inactive asset shown in grey
  1. Click Delete to remove it.

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